Member Info for rivaldo

Good to see ODX advertising for new positions - "to expand and strengthen our team in the following areas and are looking for talented individuals to help us achieve our ambitious growth targets" Http://jobs.energyvoice.com/job/951260985/project-leader/ Http://jobs.energyvoice.com/job/951260987/strategic-sourcing-manager/?TrackID=11320 Http://jobs.energyvoice.com/job/951260984/project-manager/?TrackID=11320#sc=widget&me=referral&cm=11320

This gets better and better - repeatable, recurring revenue is now ensured until 2025 from ACSO's current major customer (with Merlin coming through as well)... Http://www.investegate.co.uk/accesso-technology--acso-/rns/six-flags-contract-extension/201602080700083068O/

Good to see the director buying on Friday - particularly at 213p :o)) http://www.investegate.co.uk/regenersis-plc--rgs-/rns/director-pdmr-shareholding/201602051717502995O/ Very keen.

Nice - new 320p target price, up from 270p.... "Panmure Lifts Target Price on Regenersis 1034 GMT Panmure Gordon raises its target price on Regenersis to 320p from 270p after the software company agreed to sell its Repair Services Business to CTDI Repair Services for EUR103.5 million. The brokerage says this values the assets towards the top end of the expected valuation range. Has a buy rating. Shares +8% at 208.5p."

Up 1p again on one buy of 8,822 shares at 18p :o))

Nice article on Investors' Champion: http://www.investorschampion.com/blog/entry/surface-transforms-interim-results "Surface Transforms - Interim Results Posted 03/02/16 ​ AimZine Microcap Comment The financial results from Surface Transforms were as expected but there was further information released on the “game changing” contracts. If all were to go to plan these contracts have the potential to lead to a ten fold increase in revenues. Surface Transforms http://www.surface-transforms.com/ Surface Transforms today (Wednesday, 3rd February) issued its Interim Results for the six months to 30 November 2015. The Company reported that turnover increased to £782k (2014: £623k) and that the after tax loss for the period had reduced to £124k (2014: £254k). Part of the improved performance was due to a catch up in sales following a furnace break down in May 2015. Cash was reported at £525k which was down from £829k at the 31 May 2015 year end. However, the Company expects that reported net current assets will convert to cash over the next few months. Chairman, David Bundred commented that the Company was close to operating cash break-even in the first half. The main feature of the results RNS was the detailed breakdown of the Company’s “game changing” projects - see full details in the RNS here. Six contracts were reported on - one aerospace, two German automotive OEMs and three British automotive OEMs. Revenues from these contracts are expected to build from 2018 with the potential to grow by 2020 to over £15 million per annum. In order to cope with the increased capacity requirements Surface Transforms plans to expand its operations into a new site. The Company reported good recent progress on grant discussions with local authorities to assist with this move. Also, negotiations with a land owner on rental terms for a new site were reported to be progressing. Further announcements regarding the grant and the new site are expected in the “very near future”. The Chairman concluded his results statement with this optimistic paragraph on the outlook for Surface Transforms: “The Board has been able to provide greater detail on the game changing contracts, reflecting the increasing confidence of the Board in the outcome of the customer testing programmes. The testing is going well and the customers are being supportive, all of which provides the Board with an increased confidence of being able to announce automotive contract awards during this year.” AimZine Comment In August 2013 AimZine highlighted Surface Transforms as a potential “Ten Bagger”. Since that time the Company has made steady progress with its “game changer” projects and it hopes to formally announce at least one of the Automotive contracts in this calendar year. Whilst there will be risks of delay or cancellation for each

Six Flags have just announced they're opening a new water park in Mexico early next year. ACSO will of course be in prime position for the ticketing and queueing contracts: Http://finance.yahoo.com/news/six-flags-water-park-thrills-213000850.html

Brilliant news - that's around £80m for the sale, when from memory the top estimates were £70m-£75m. Plus the Digital Care business is to be sold too, so more to come. No wonder the market's pleased. Blancco is a great business and should attract a premium/high rating as the sole remaining division.

...but still very cheap imho. News of a major push for merchandising of PJ Masks coming this year - ETO now have PJ Masks and the highly successful Ben & Holly, as well as Peppa: Http://www.forbes.com/sites/andyrobertson/2016/02/02/pj-masks-toys-hq-vehicles-season-2/#5f77b390523a "Disney Junior Show 'PJ Masks' Getting Electronic Toys And Apps This Year PJ Masks will get toy-lines, clothing and apps including lights and sound HQ and vehicles in 2016. PJ Masks is a Disney Junior and Disney Channel cartoon created by Entertainment One, Frog Box , and TeamTO. It first aired on September 18 and it based on the Les Pyjamasques book series from French author Romuald Racioppo. Aside from the great animation and characters the novelty for young viewers is a set of aspiration superheroes of their own age. I spoke to Olivier Dumont, managing director of eOne Family, about plans for PJ Masks in 2016. Having already heard about the show’s global toy partner, Just Play, I wanted to know how soon toys would be hitting store shelves. “In the US the toys will be arriving during 2016 then elsewhere in 2017.” Dumont then went on to rattle off an impressive array of related properties although specific licensees couldn’t be confirmed at this stage. The line up will include dress-up and role play outfits — which I’m sure will include Pajamas as worn by the heroes on the show. Plush toys will be coming too, no great surprise here. Less expected though is a range of more technical play-sets. Dumont described PJ Masks Vehicles and PJ Masks HQ feature lights, sounds and working elevators. There will also be books and apparel. etc"

Nice move today, but still loads more to come imho. Bazzaman, the tip is subscriber-only, but I've gathered... Simon Thompson estimates an end 2015 book value of 540p, compared to the current 440p share price. Ad I've previously pointed out, VLE must now have a cash pile equating to anywhere from 430p per share upwards, as well as the 3 operating businesses. He also says : "The bottom line is that all three of these businesses could easily be worth £12m, or 294p a share, if sold now, and significantly more if the automotive consulting business successfully returns to profitability" This would take NAV to say 834p per share, or almost double the current share price. And that's very conservative if Impetus Auto is successfully turned around.

From elsewhere (cheers r21442), some enthusiastic narrative from Peel Hunt: "There is further room for expansion at plastic products supplier Carclo (CAR) after strong interims. Peel Hunt analyst Dominic Convey retained his ‘buy’ recommendation and target price of 165p on the shares, which rose 4.6% to 148.3p yesterday. ‘The interim management statement confirms that trading within the two core divisions remains strong and order intake has improved in recent months at Precision Engineering,’ he said. ‘Given the current momentum, major capacity expansion, earnings visibility, margin expansion at Technical Plastics and the quality of the Wipac business, the March 2017 estimated price/earnings ratio of 12.4x looks very conservative. ‘Our 12 months target price of 165p assumes a prospective March 2018 estimated price/earnings ratio of 12x, but we see scope for further rating expansion as the forecast earnings growth materialises.’"

Nice summary from John Rosier, whom I hope won't mind me pasting his views on XLM as he also attended their presentation this week and came away with similar conclusions to me.... Http://johnsinvestmentchronicle.com/xlmedia-report-following-presentation-by-ceo/ "XLMedia; report following presentation by CEO February 3, 2016JRXLMedia I attended a presentation by Ory Weihs, CEO at the Innovators and Investors event in Islington yesterday having had a long chat with Inbal Lavi, the CEO of WebPals beforehand. Conclusion: Like the management I am frustrated at the low valuation. When trying to understand why, the following points come up; people are suspicious of foreign firms quoted on AIM, (XLM is Israeli based) and the company is a little opaque about how it makes its money, hence it being slammed last October when fellow Israeli company Adgorithms warned about profits due to the introduction of adblocking. That had no impact whatsoever on XLM but due to a poor understanding of the business, investors shot first and asked questions later. I do think there is more the company can do on this front. In the meantime, whether anything comes out of the “strategic review” or not, the business is performing well and on consensus forecasts the shares are valued at just 8.3x December 2016 earnings and a prospective dividend yield of 5.7%, which is well backed by operating cash flow. I would expect the valuation to improve and am not surprised the share price has started to pick up in the last day or so. I’m happy with my 12-month price target of 93p, and should really be adding but for now 2.1% is probably enough. Reassured and Happy Holder! At the well-attended presentation, Weihs ran through the business model and growth opportunities. The main points were: ◾Growth continues to be strong with the mix evolving; a few years ago it was 100% dependent on the gambling market with 80% of the business emanating from Scandinavia. Now 60% is gambling and only 30% from Scandinavia. The US has grown from 0 to 20% and “social” gaming is now at 20%. ◾Its top clients include Bet 365, 888.com, Ladbrokes, William Hill but now includes social gaming sites such as Candycrush. ◾It is highly cash generative with over 50% of revenue recurring. ◾The Publishing division, which accounts for around 40% of sales owns a network of informational websites which refer potential customers to web and mobile online businesses. If the customer clicks through to become a paying customer, XLM either receives a one-off payment or a recurring share of revenue on an ongoing basis. In some cases, it is receiving recurring payments that started 10 years ago! ◾The company is very reticent about disclosing the names of its sites due to competition; I have done a little research and googled “sports betting sites”. The site at the top of the list can be found HERE ◾Fol

I found this about BlackRock Smaller Companies investing in GMAA recently: Http://www.investegate.co.uk/blackrock-smll-cos--brsc-/prn/portfolio-update/20151120165009P8CB1/ "Gama Aviation is a global private aviation services company having more than 100 aircraft under management across 5 continents. Gama offers a comprehensive fleet management service to business jet owners managing a wide range of aspects of running an aircraft on behalf of the aircraft owner. Much of Gama’s revenues are essential, non-cyclical spend, charter being a small proportion of revenues. We were impressed with management, their track record so far, and their strategy."

New interview with TB: Http ://www.proactiveinvestors.co.uk/companies/stocktube/4616/accesso-chief-very-pleased-with-2015-performance-4616.html - hopeful of "significant" sales announcements in the "coming months" as it's now the contract signing season - the Blackpool Pleasure Beach Siriusware win is "flying along" - Nice summary of how the Tripadvisor contract win works - spent $12m-$13m in 2015 on product investment, which shows you just how well the core business traded

Numis have today reiterated their Buy and 271p target: Http://www.risersandfallers.com/2016/02/04/vectura-group-plc-reiterated-as-buy-by-numis/

Interesting 2p rise yesterday, especially given there were only two small trades (admittedly including a buy at 17p). And Finncap did reiterate their 45p target yesterday: Http://www.risersandfallers.com/2016/02/03/analysts-at-finncap-reiterated-simigon-ltd-lonsim-as-corporate/ Last year there was a trading update on 10th February, so perhaps we'll see further interest in the expectation of a repeat. There's also a brief mention in today's Shares Mag - SIM had around $7.9m net cash plus well over $1m excess receivables over payables at the interims, so slightly better than "adequate" :o)) "SimiGon (SIM:AIM) CHEAP Profit is rising at the simulation solutions business; it pays dividends; and seems to have adequate cash when it last reported in September 2015. We note that market interest has waned, leaving the share price drifting somewhat. However, the aviation training market looks to have good demand long term so this could pleasantly surprise in time. Worth a speculative ‘buy’ at 14.5p."

today: "Lakehouse sell-off overdone OLD 2016 FORECASTS Earnings per share 12.4p Dividend per share 4.2p NEW 2016 FORECASTS Earnings per share 9.9p Dividend per share 3.5p Source: Peel Hunt A shock collapse in the share price of social housing specialist Lakehouse (LAKE) should be leaving investors scratching their heads. Based on earnings forecasts for the financial year to 30 September 2016, Lakehouse traded on a price-to-earnings ratio of eight before a trading update released on 1 February 2016. After the statement, when shares plunged 60% to 35p because of a slowdown in Lakehouse’s Regeneration division, the business now trades at three-and-a-half times earnings – even on downgraded forecasts. Either the market or the forecasts are wrong. The answer, in our view, is a bit of both and overall we are bullish on the stock. While it is possible earnings per share forecasts from house broker Peel Hunt will fall further from a revised 9.9p (down from 12.4p), we don’t anticipate Lakehouse facing the kind of existential threat its market value now seems to imply. This is a business with a high quality, well aligned management team, a reasonably strong balance sheet and a presence in markets that should be fairly predictable over the longer term. Management is a particular strength at Lakehouse. Executive chairman Stuart Black, former chief executive of market leading social housing and home care outfit Mears (MER), has set out a clear strategy to build the business via acquisition through the £23.1 million of funds raised via a March 2015 IPO, as well as a £45 million debt facility. Lakehouse has grown from a £50 million turnover business in 2009 when Black took the top job to a national contractor delivering £340 million in sales in the last 12 months. Founder and philanthropist Steven Rawlings, who is no longer involved in the day-to-day running of the business, owns 15.5%. And a number of current managers of the business also have personal shareholdings totaling at least 18%. Lakehouse’s balance sheet is not exactly the Rock of Gibraltar but it’s not dangerously weak either. Joining the market in March 2015, it started life as a public company with no debt and reported a net cash position of £6.6 million in full-year results reported in December 2015. Two acquisitions that totalled £12.2 million post-year-end may see the business move into a net debt position when interim results are reported later this year. It’s worth noting that Mears, operating in a similar market, runs net debt at around 1.4 time earnings before interest, tax, depreciation and amortisation (EBITDA), indicating considerable further borrowing capacity at Lakehouse, if required. Finally, Lakehouse operates in markets with recurring revenue, underpinned by government spend which is generally non-discretionary in nature. Housing regeneration, compliance with

Happy to top up at this low 140p-142p level. ETO's Oscar-nominated film Spotlight has opened strongly with a "superb" site average and a $1.5m debut: Http://www.screendaily.com/news/the-revenant-scores-uk-hat-trick/5099633.article?blocktitle=UK-BOX-OFFICE-NEWS&contentID=40105

With DBay and Artemis now owning 40% between them I suspect CRE may become a bid target before too long given their fantastic - and longstanding - blue chip client base. Forecasts have now settled at consensus of: year ending soon (31/3): 11.1p EPS, 4.3p dividend next year : 11.95p EPS, 4.55p dividend News of a new partnership: Http://www.thedrum.com/news/2016/02/02/creston-agrees-partnership-ariadna-group-helping-it-grow-latam "2 February 2016 - 10:41am | posted by Stephen Lepitak Creston agrees partnership with Ariadna Group helping it grow into LatAm Creston Unlimited and Latin America-based Ariadna Holding Group have agreed a partnership to allow both to grow their international standing. The agreement between the two marketing communications groups will enable them to make the most of each other's local expertise for existing clients across the UK, US and Latin America, with joint pitches being enabled across global opportunities. Creston Unlimited, which owns agencies such as Nelson Bostock and TMW, shares major clients such as Diageo, Nissan, Toyota and Unilever with The Ariadna Group already. The pair also hold relationships with German network Serviceplan as well. Barrie Brien, chief executive of Creston’s Group, reiterated the partnership lets the company grow into the Latin American region and said that it was "thrilled". Juan David Pinzon, Ariadna Holding Group’s president and chief executive , added: “After a successful European partnership with Serviceplan, we’re extending our service offering across the UK and US with Creston Unlimited. As a specialist in Latin American marketing, this enables us to take our most successful campaign ideas global. With a similar dedication to unlocking the power of technology to meet client challenges, Creston Unlimited is the natural partner for Ariadna.” The Ariadna Group, which offers a range of marketing services such as creative, media, tech and strategy, was founded in 1999 and has 350 staff across 10 countries. Last week, Creston announced a number of new client wins within the group, including contracts with Vodafone, British Airways and Weetabix. "

Finncap today reiterate their Buy and 170p target: Http://www.risersandfallers.com/2016/02/04/analysts-at-finncap-reiterated-carclo-plc-loncar-as-buy/